Toolyt — No-Code & Automation

Toolyt is a mobile-first sales platform designed to help field sales teams and enterprises streamline their entire sales process—from lead capture to customer onboarding—on a smartphone. It replaces manual, spreadsheet-based operations with a structured, mobile-first workflow that works even without internet connectivity.

What problem does it solve?

Field sales teams often face challenges with data entry delays, lack of visibility into field activities, and time-consuming paperwork. Toolyt solves this by enabling sales reps to capture leads, record geo-tagged visits, and upload documents in real-time, even in remote areas with poor connectivity. It also empowers admins to build and modify forms and workflows without IT support, reducing turnaround time and operational costs.

Who is it for?

Toolyt is ideal for small to large field sales teams in industries like banking, lending, insurance, pharma, healthcare, and any business with remote or distributed sales staff. It is particularly valuable for organizations that need offline-first data collection, automated lead allocation, and robust reporting. It may not be the best fit for purely inside sales teams or businesses that do not require field visits.

Real use cases

Banks and NBFCs use Toolyt to speed up loan origination, reducing file turnaround time by 40% (as cited on the site). Insurers leverage it to improve agent activity visibility across branches, and pharma teams use geo-tagged reporting to increase verified doctor visits. The platform supports custom forms, business rules, and approval flows to adapt to each vertical's specific workflows.

• Lead Management — Auto-capture leads, score intent, and assign them via rules, all in real-time.
• Geo-tagged Field Visits — Track every visit with GPS tags, ensuring accountability and accurate data.
• Offline-First Mobile App — Keep productivity high with full functionality even without internet; data syncs later.
• Custom Form Builder — Build business-specific forms without a release cycle, enabling agility.
• Business Rules Engine — Automate lead allocation, scoring, and escalations based on admin-configurable rules.
• Customer Onboarding — Streamline document collection and validation, with India Stack and OCR for KYC.
• Analytics & Reports — Gain insights with TAT, stage-wise, and activity reports (depending on plan).

Toolyt pricing: from $5/user/mo.

For comparison: the median starting price in No-Code & Automation is $19/month, measured across 187 tools we track. See the full SaaS Pricing Index →

Grow

For small and mid-size field teams getting off spreadsheets.

Price: Starting at $5/user/month (billed annually, minimum 10 users).

Includes: Lead and task management, Customer 360, visit management with geo-tagged check-ins, basic forms and reports, API integration, and mobile apps with offline mode.

Scale

For growing sales orgs (100–1,000 users) that need automation and accountability.

Price: Per user, per month (billed annually; contact sales for pricing).

Includes everything in Grow, plus: advanced forms, workflows, KPI dashboards, leaderboards, gamification, Connect and Broadcast, approval module, and advanced reporting.

Enterprise +

For banks, NBFCs, and large enterprises with complex processes.

Price: Custom (contact sales).

Includes everything in Scale, plus: seamless integrations to internal/external tools, custom workflows and business rules, custom reports, SLA definitions, single device binding, IP restriction, and ISO 27001/GDPR aligned security support.

Note: All plans include unlimited leads and activities, Android/iOS apps, role-based access, implementation and admin training, data migration support, email/chat support, no per-report charges, annual billing, and implementation. Try free trial.

Find the right tool for you with our AI advisor →